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Jerome Allen Wiggins

Strategic Wealth Partners, Ltd.

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About Jerome Allen Wiggins

Jerome Wiggins is a financial advisor registered with Strategic Wealth Partners, Ltd. and has been in the industry for over 20 years. He is registered with the states of Ohio and Texas. Jerome previously worked with Fifth Third Securities, Inc. and Fort Washington Brokerage Services, Inc. Jerome Wiggins holds the Series 6, 7, 63 and 66 licenses and the SIE certification.

Firm Information

Jerome Wiggins is currently registered with Strategic Wealth Partners, Ltd.. Strategic Wealth Partners, Ltd. is an investment advisor based in Independence, OH with approximately $1.08 billion in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, pension consulting, educational seminars, and publication of periodicals. They serve high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
Strategic Wealth Partners, Ltd.

5005 ROCKSIDE ROAD

INDEPENDENCE, OH 44131-6829

$1.08B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jerome Wiggins’s Registration & Firm History

OH

01/17/2023 - Present

Strategic Wealth Partners, Ltd. (Fremont OH)

OH

12/13/2002 - 12/11/2017

FIFTH THIRD SECURITIES, INC. (GIBSONBURG OH)

OH

08/06/2002 - 01/31/2003

FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)

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Licenses & Designations

BOTH

Issued 06/25/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/11/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2004

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerome Allen Wiggins.
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